Wealth Analytics

When Investing Read the Not-So-Fine Print!

Oil is on sale! With such low prices, our client Marcus Junius Brutus the Younger has decided that now is…

10 years ago

Non-Qualified Deferred Compensation Distributions

Many company officers and other highly-compensated executives receive a whole host of employer retirement benefits, including not only a 401(k)…

10 years ago

Why did my Mutual Fund Crash and Burn?

Today’s post is inspired by Charlemagne, who writes in to ask about a sudden drop in value of one of…

10 years ago

Fee-Only Financial Planning

To iron out his retirement plan, Temüjin meets with a financial advisor. Temüjin’s plan is ambitious, with a travel itinerary…

10 years ago

What is Financial Planning?

With financial planning, not only do you map out your dreams. Even better, you create a plan for making those…

10 years ago

Should I Get Out of My Variable Whole Life Insurance Policy?

Meet Marcus. Marcus has poured tens of thousands of dollars into his whole life insurance policy. He's sick of paying…

10 years ago

It Pays to Evaluate Your Investments

A client expresses concern over his growing debt. The fact that the wealthy individual even has debt is puzzling. Despite…

10 years ago

Choose Term, Not Whole Life Insurance

Can I interest you in a car that has a built-in dishwasher? It’s just like a regular car, but unwieldy…

10 years ago

Caution: Robo-Advisor Ahead

Considering how much risk (a lot) is required for a given return (a little), there may be better investment opportunities…

10 years ago

Your Weapon Against Herd Behavior

Imagine wandering around your favorite department store. There is a massive sale – with many products being sold below cost!…

10 years ago